PWMG
ATI icon

Private Wealth Management Group’s ATI ATI Stock Holding History

Private Wealth Management Group’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13K Hold
66
– – ﹤0.01% 511
2026
Q1 		$9.6K Sell
66
-36
-35% -$5.01K ﹤0.01% 532
2025
Q4 		$11.7K Hold
102
– – ﹤0.01% 467
2025
Q3 		$8.3K Hold
102
– – ﹤0.01% 584
2025
Q2 		$8.81K Sell
102
-33
-24% -$2.26K ﹤0.01% 528
2025
Q1 		$7.03K Sell
135
-1
-0.7% -$57 ﹤0.01% 592
2024
Q4 		$7.49K Hold
136
– – ﹤0.01% 586
2024
Q3 		$9.1K Hold
136
– – ﹤0.01% 482
2024
Q2 		$7.54K Sell
136
-96
-41% -$5.38K ﹤0.01% 540
2024
Q1 		$11.9K Hold
232
– – 0.01% 368
2023
Q4 		$10.6K Buy
+232
New +$9.63K 0.01% 395

Other funds holding ATI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Wealth Management Group's ATI Position: Q2 2026 in Review

Private Wealth Management Group held its ATI (ATI) position steady in Q2 2026 at 66 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Private Wealth Management Group first reported a position in ATI in Q4 2023 and has held it in 11 quarters since. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Private Wealth Management Group held 66 shares of ATI worth $13K as of Q2 2026.
  • Private Wealth Management Group left its ATI share count unchanged in Q2 2026.
  • ATI made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #511 holding.
  • Private Wealth Management Group first reported a position in ATI in Q4 2023 and has held it in 11 quarters since.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.